See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $425,303 | $54,705+677.4% | $71,209+497.3% | $84,808+401.5% |
| Participation rate | 61.0% | 64.1%-3.1pp | 73.8%-12.8pp | 68.3%-7.3pp |
| Annual return | 16.62% | 35.90%-19.3pp | 282.51%-265.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $2,682 | $2,158+24.3% | $2,721-1.4% | $2,631+2.0% |
| Participant deferral / active EE | $6,024 | $3,030+98.8% | $4,175+44.3% | $4,212+43.0% |
| Admin fee / account holder | $3,482 | $4,863-28.4% | $5,349-34.9% | $7,344-52.6% |